CONSIDER EVERYTHING
How We Align
Professionally
Professionally
The ability to learn and grow within any profession is essential to a long and vibrant career. The many professional organizations to which we belong help us grow professionally and personally and help us develop, maintain and advance our inter-disciplinary skillsets.
More than half of the 15 professional organizations we belong to are certifying bodies and all help establish and uphold best practices, standards of care and contribute to the advancement of our integration of these bodies of knowledge in our work with our clients.
IT’S JUST PART OF WHAT WE DO.
Fiduciary Wealth Management
Scottsdale | Phoenix
Scottsdale | Phoenix
Wealth management
designed to maximize your life.
Wealth management is multidisciplinary work.
Company culture is essential. Ours is continual learning and doing.
CONSIDER EVERYTHING
How We Align Professionally
The ability to learn and grow within any profession is essential to a long and vibrant career. The many professional organizations to which we belong help us grow professionally and personally and help us develop, maintain and advance our inter-disciplinary skillsets.
More than half of the 15 professional organizations we belong to are certifying bodies and all help establish and uphold best practices, standards of care and contribute to the advancement of our integration of these bodies of knowledge in our work with our clients.
Company culture is essential. Ours is continual learning and doing.
It's just part of what we do.
Professional development is foundational to our firm and our team.
Professional Alignment | We are career-prepared.
Centre for
Fiduciary Excellence
CEFEX-certified firms adhere to a standard representing the best practices in their industry.
Intelligent Capitalworks is one of only two CEFEX-Certified financial advisory firms in Arizona offering fiduciary fee-only wealth advisory services for high-net worth individuals, families, and trusts.
Fiduciary Financial Advisors Scottsdale | Phoenix
Institute for the
Fiduciary Standard
All investors want an advisor they can trust. The Institute for the Fiduciary Standard is a champion for investors. Helping investors find a real fiduciary advisor is the Institute’s mission.
Intelligent Capitalworks is one of only two financial advisory firm members of the Institute in Arizona.
Fiduciary Financial Planners Scottsdale | Phoenix
Certified Financial Planner
Professionals
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to servicing their clients’ best interests.
All client financial advisors at Intelligent Capitalworks are Certified Financial Planner™ professionals.
Certified Financial Planners Scottsdale | Phoenix
CFA
Institute
The CFA Institute is a global, not-for-profit professional organization that promotes standards in ethics, education, and professional excellence in the global investment services industry.
All portfolio managers at Intelligent Capitalworks hold the Chartered Financial Analyst® designation.
Investment Managers Scottsdale | Phoenix
American Bankers
Association
The Certified Trust and Fiduciary Advisor certification demonstrates expertise in the trust and financial advisor field while recognizing the growing client relationship skills necessary to be a successful wealth manager.
All client financial advisors at Intelligent Capitalworks are Certified Trust and Fiduciary Advisors.
Trust Advisory Services Scottsdale | Phoenix
Accredited
Investment Fiduciary
Accredited Investment Fiduciary® (AIF®) Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.
All employees at Intelligent Capitalworks are Accredited Investment Fiduciary Designees.
Fiduciary Wealth Managers Scottsdale | Phoenix
Academy of
Special Needs Planners
The Academy of Special Needs Planners consists of professionals such as attorneys, financial planners and trust officers who provide knowledgeable service and advice to persons with special needs and to their families.
All client financial advisors at Intelligent Capitalworks are members of the Academy of Special Needs Planners.
Special Needs Planners Scottsdale | Phoenix
Central Arizona
Estate Planning Council
The Central Arizona Estate Planning Council is a group of more than 200 professionals working in the greater Phoenix, Arizona area who specialize in legal, accounting, insurance, investment, trust, and valuation services.
All client financial advisors at Intelligent Capitalworks are members of the Central Arizona Estate Planning Council.
Estate Planners Scottsdale | Phoenix
National Association of
Estate Planners & Councils
The National Association of Estate Planners & Councils awards the Accredited Estate Planner® credential only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
Each wealth management team at Intelligent Capitalworks includes an Accredited Estate Planner®.
Fiduciary Wealth Managers Scottsdale | Phoenix
National Center for
Family Philanthropy
The National Center for Family Philanthropy offers programs and services to foster learning for philanthropy in families.
Intelligent Capitalworks is the only Arizona-based wealth management consultant and philanthropic advisor member of NCFP.
Philanthropic Advisors Scottsdale | Phoenix
National Association of
Personal Financial Advisors
NAPFA is the standard bearer for fee-only, fiduciary financial advisors advocating for high professional and ethical standards working in a strict fee-only, fiduciary capacity.
All client financial advisors at Intelligent Capitalworks are NAPFA members. Learn more about: Charles Rossi, Michael Rossi and Vincent Rossi.
NAPFA Financial Advisors Scottsdale | Phoenix
Fee-Only Network
A Partnership With NAPFA
Fee-Only Network financial advisors are compensated for their time and expertise in comprehensive financial planning and investment management. They do not receive commissions, kickbacks or other sales-related compensation.
All client financial advisors at Intelligent Capitalworks are Fee-Only Network members. Learn more about: Charles Rossi, Michael Rossi and Vincent Rossi.
Fee-Only Financial Planners Scottsdale | Phoenix
Financial Planning
Association
The Financial Planning Association offers resources designed to help individuals understand the importance of financial planning and the value of objective advice from a financial planner.
All client financial advisors at Intelligent Capitalworks are members of the Financial Planning Association.
CFP Scottsdale | Phoenix
Investment Adviser
Association
The Investment Adviser Association advocates before lawmakers and regulators as the only organization exclusively representing the interests of fiduciary investment advisory firms on issues that matter to advisers and their clients.
Intelligent Capitalworks is the only member in metropolitan Phoenix offering fiduciary fee-only wealth advisory services.
Fiduciary Investment Advisers Scottsdale | Phoenix
National Society of
Compliance Professionals
The National Society of Compliance Professionals is a nonprofit membership organization dedicated to providing compliance professionals with compliance resources and continuing education.
Intelligent Capitalworks is the only member of the NSCP in Arizona.
Fiduciary Wealth Advisors Scottsdale | Phoenix
Forbes
Finance Council
Forbes Finance Council is an invitation-only, professional organization of senior-level financial services executives and leaders who are selected for the council based on their depth and diversity of experience in the financial services industry.
Vincent Rossi is a member of the Forbes Finance Council.
Wealth Management Scottsdale | Phoenix
Bloomberg
Business
Bloomberg Business Profile: Intelligent Capitalworks offers fiduciary investment and wealth management services specializing in retirement planning, investment management, trust and estate planning, and philanthropic planning.
All investment committee members and portfolio managers at Intelligent Capitalworks use Bloomberg Terminal Services.
Fiduciary Wealth Management Scottsdale | Phoenix
Investment Adviser
Public Disclosure
Investment Adviser Public Disclosure (IAPD) database provides information about investment adviser firms registered with the Securities and Exchange Commission and most state-registered investment adviser firms.
Intelligent Capitalworks is registered with the Securities and Exchange Commission. Registration of an investment adviser does not imply any level of skill or training.
